See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,581 | $81,900-39.5% | $119,609-58.5% | $68,494-27.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.22% | -23.82%+5.6pp | -14.97%-3.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,602 | $2,693-40.5% | $4,232-62.1% | $2,596-38.3% |
| Participant deferral / active EE | $2,238 | $4,148-46.0% | $5,602-60.1% | $4,027-44.4% |
| Admin fee / account holder | $8,646 | $6,582+31.4% | $10,323-16.2% | $5,403+60.0% |